Anderson Hoagland & Co’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Anderson Hoagland & Co’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	107,051 +16,556	+18%	+$1.66M	0.84%	35
2026 Q1	$9.11M	Buy	90,495 +10,564	+13%	+$1.06M	0.78%	38
2025 Q4	$8.02M	Sell	79,931 -15,885	-17%	-$1.6M	0.69%	41
2025 Q3	$9.65M	Buy	95,816 +21,424	+29%	+$2.15M	0.87%	34
2025 Q2	$7.49M	Sell	74,392 -14,730	-17%	-$1.48M	0.71%	40
2025 Q1	$8.95M	Buy	89,122 +45,542	+105%	+$4.58M	1.06%	31
2024 Q4	$4.38M	Buy	+43,580	New	+$4.38M	0.45%	54

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Anderson Hoagland & Co's SGOV Position: Q2 2026 in Review

Anderson Hoagland & Co increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q2 2026, buying an estimated $1.66M and bringing the position to 107,051 shares worth $10.8M. The position accounts for 0.84% of the portfolio, ranked #35.

Anderson Hoagland & Co first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Anderson Hoagland & Co held 107,051 shares of iShares 0-3 Month Treasury Bond ETF worth $10.8M as of Q2 2026.
Anderson Hoagland & Co bought 16,556 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.66M.
iShares 0-3 Month Treasury Bond ETF made up 0.84% of Anderson Hoagland & Co's portfolio in Q2 2026, its #35 holding.
Anderson Hoagland & Co first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.